BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$11.8M
4
AGX icon
Argan
AGX
+$11.1M
5
CVNA icon
Carvana
CVNA
+$9.02M

Top Sells

1
+$15.5M
2
+$15.3M
3
+$12M
4
VRT icon
Vertiv
VRT
+$11.9M
5
CRDO icon
Credo Technology Group
CRDO
+$11M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96K ﹤0.01%
10
52
$1.96K ﹤0.01%
10
53
$1.79K ﹤0.01%
+10
54
$1.67K ﹤0.01%
10
55
$1.66K ﹤0.01%
10
56
$1.62K ﹤0.01%
10
-58,490
57
$1.51K ﹤0.01%
10
-88,850
58
$1.49K ﹤0.01%
10
59
$1.46K ﹤0.01%
10
60
$1.46K ﹤0.01%
10
61
$1.46K ﹤0.01%
10
-90,230
62
$1.42K ﹤0.01%
10
63
$1.42K ﹤0.01%
10
64
$1.42K ﹤0.01%
10
65
$1.34K ﹤0.01%
10
66
$1.33K ﹤0.01%
10
-31,540
67
$1.2K ﹤0.01%
10
68
$1.19K ﹤0.01%
10
69
$1.15K ﹤0.01%
10
70
$1.12K ﹤0.01%
10
71
$1.08K ﹤0.01%
10
72
$1K ﹤0.01%
10
-130,370
73
$980 ﹤0.01%
10
74
$917 ﹤0.01%
10
75
$846 ﹤0.01%
+10
1 2
3
4 5